Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
GSWPX (GOLDMAN SACHS SMALL/MID CAP GROWTH FUND CLASS P SHARES) | -4.30% | -1.53% | 7.09% | 4.39% | NA | NA | NA | 8.98% |
Data as of 07/22/2025, AR inception is 04/23/2018
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
GSWPX (GOLDMAN SACHS SMALL/MID CAP GROWTH FUND CLASS P SHARES) | 04/23/2018 | 07/22/2025 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.98 | -1.53 | 7.09 | 4.39 | NA | NA | NA | 8.98 | -4.30 | 12.55 | 14.31 | -28.44 | 7.95 | 53.14 | 38.27 | -9.32 |
Sharpe Ratio | NA | -0.10 | 0.27 | 0.12 | NA | NA | NA | 0.28 | -0.33 | 0.50 | 0.60 | -0.90 | 0.35 | 1.50 | 2.33 | -0.76 |
Standard Deviation(%) | NA | 24.59 | 21.90 | 23.98 | NA | NA | NA | 24.76 | 28.56 | 17.73 | 17.87 | 33.38 | 22.42 | 35.18 | 15.77 | 19.27 |
Draw Down(%) | NA | 30.13 | 30.13 | 42.49 | NA | NA | NA | 42.49 | 28.37 | 9.44 | 17.42 | 36.90 | 14.28 | 33.94 | 7.53 | 24.77 |
Yield(%) | 0.00 | 0.34 | 0.14 | 6.18 | 6.19 | 4.13 | 3.10 | 8.85 | 0.00 | 0.38 | 0.00 | 0.00 | 13.47 | 17.97 | 17.28 | 15.74 |
Data as of 07/22/2025, AR inception is 04/23/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
GSWPX (GOLDMAN SACHS SMALL/MID CAP GROWTH FUND CLASS P SHARES) |
-4.89%
Oct 2021 - Oct 2024 |
5.31%
May 2020 - May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
GSWPX (GOLDMAN SACHS SMALL/MID CAP GROWTH FUND CLASS P SHARES) |
31.73%
Dec 2018 - Dec 2021 |
13.33%
Dec 2018 - Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart